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Lindsay Dawson

Strategic Advisers LLC

Smithfield, RI

Newport, RI

CRD 7949795

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-04-16
RI RA APPROVED 2025-09-04
TX RA APPROVED 2025-09-04
  • MA RA
    APPROVED
    Since 2026-04-16
  • RI RA
    APPROVED
    Since 2025-09-04
  • TX RA
    APPROVED
    Since 2025-09-04

Branch Locations

900 Salem Street, Smithfield, RI 02917-1243 • United States

Newport, RI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tabor Academy Marion MA 08/2016 05/2020
Barrington Yacht Club Barrington RI 06/2019 08/2019
Bentley University Waltham MA 09/2020 05/2024
N/A N/A RI 05/2024 06/2024
Rhode Island Country Club Barrington RI 05/2017 08/2018
N/A N/A RI 08/2020 09/2020
Bentley University Waltham MA 04/2022 02/2023
Barrington Yacht Club Barrington RI 06/2020 08/2020
Barrington Yacht Club Barrington RI 06/2021 08/2022
Fidelity Investments Smithfield RI 06/2024 Present
Schneider Electric Boston MA 06/2023 05/2024
N/A N/A RI 05/2020 06/2020
  • 08/2016 → 05/2020
    Tabor Academy
    Marion, MA
  • 06/2019 → 08/2019
    Barrington Yacht Club
    Barrington, RI
  • 09/2020 → 05/2024
    Bentley University
    Waltham, MA
  • 05/2024 → 06/2024
    N/A
    N/A, RI
  • 05/2017 → 08/2018
    Rhode Island Country Club
    Barrington, RI
  • 08/2020 → 09/2020
    N/A
    N/A, RI
  • 04/2022 → 02/2023
    Bentley University
    Waltham, MA
  • 06/2020 → 08/2020
    Barrington Yacht Club
    Barrington, RI
  • 06/2021 → 08/2022
    Barrington Yacht Club
    Barrington, RI
  • 06/2024 → Present
    Fidelity Investments
    Smithfield, RI
  • 06/2023 → 05/2024
    Schneider Electric
    Boston, MA
  • 05/2020 → 06/2020
    N/A
    N/A, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-29
S63 Uniform Securities Agent State Law Examination 2024-09-16
  • S66 Uniform Combined State Law Examination
    2025-08-29
  • S63 Uniform Securities Agent State Law Examination
    2024-09-16

View on SEC IAPD

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